SWP
ETV

Stratos Wealth Partners’s Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV Stock Holding History

Stratos Wealth Partners’s Portfolio ETV Stock Details ETV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$248K Sell
18,117
-968
-5% -$13.9K ﹤0.01% 1428
2025
Q4 		$274K Buy
19,085
+2,400
+14% +$34.3K ﹤0.01% 1342
2025
Q3 		$238K Buy
16,685
+2,985
+22% +$41.6K ﹤0.01% 1367
2025
Q2 		$190K Buy
+13,700
New +$180K ﹤0.01% 1345
2025
Q1 		– Sell
-123,500
Closed -$1.78M – 1403
2024
Q4 		$1.78M Sell
123,500
-707
-0.6% -$9.98K 0.03% 511
2024
Q3 		$1.71M Buy
+124,207
New +$1.67M 0.02% 500
2022
Q3 		– Sell
-113,695
Closed -$1.54M – 1153
2022
Q2 		$1.54M Buy
113,695
+5,605
+5% +$80.2K 0.04% 374
2022
Q1 		$1.69M Buy
108,090
+20,042
+23% +$314K 0.04% 407
2021
Q4 		$1.47M Buy
88,048
+948
+1% +$15.6K 0.03% 447
2021
Q3 		$1.39M Buy
87,100
+7,721
+10% +$127K 0.04% 424
2021
Q2 		$1.29M Buy
79,379
+455
+0.6% +$7.3K 0.03% 467
2021
Q1 		$1.22M Sell
78,924
-232
-0.3% -$3.53K 0.03% 448
2020
Q4 		$1.22M Sell
79,156
-1,317
-2% -$19.1K 0.04% 399
2020
Q3 		$1.11M Sell
80,473
-3,655
-4% -$52.2K 0.04% 379
2020
Q2 		$1.19M Sell
84,128
-4,224
-5% -$56.9K 0.04% 349
2020
Q1 		$1.07M Buy
88,352
+5,526
+7% +$76.9K 0.05% 315
2019
Q4 		$1.24M Buy
82,826
+17,522
+27% +$261K 0.05% 332
2019
Q3 		$956K Buy
65,304
+1,621
+3% +$24.2K 0.04% 375
2019
Q2 		$957K Sell
63,683
-1,232
-2% -$18.3K 0.04% 381
2019
Q1 		$975K Sell
64,915
-2,149
-3% -$31.6K 0.04% 365
2018
Q4 		$904K Buy
67,064
+11,475
+21% +$169K 0.05% 349
2018
Q3 		$896K Buy
55,589
+17,099
+44% +$273K 0.04% 360
2018
Q2 		$595K Buy
38,490
+30,270
+368% +$461K 0.03% 513
2018
Q1 		$122K Sell
8,220
-675
-8% -$10.3K 0.01% 1093
2017
Q4 		$137K Buy
+8,895
New +$135K 0.01% 1026
2015
Q3 		– Sell
-10,275
Closed -$152K – 553
2015
Q2 		$152K Hold
10,275
– – 0.02% 485
2015
Q1 		$154K Hold
10,275
– – 0.02% 577
2014
Q4 		$144K Buy
+10,275
New +$152K 0.03% 475

Other funds holding ETV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFP
Paragon Financial Partners Woodland Hills, California $177M AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
BWG
Balanced Wealth Group Westlake, Ohio $279M AUM 17.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Wealth Partners's ETV Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) stake by 5.1% in Q1 2026, selling an estimated $13.9K and leaving 18,117 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Stratos Wealth Partners first reported a position in ETV in Q4 2014 and has held it in 28 quarters since. The position peaked at $1.78M in Q4 2024. 181 funds tracked by Wall St. Rank hold ETV as of Q1 2026.

  • Stratos Wealth Partners held 18,117 shares of Eaton Vance Tax-Managed Buy-Write Opportunities Fund worth $248K as of Q1 2026.
  • Stratos Wealth Partners sold 968 Eaton Vance Tax-Managed Buy-Write Opportunities Fund shares in Q1 2026, an estimated $13.9K.
  • Eaton Vance Tax-Managed Buy-Write Opportunities Fund made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1428 holding.
  • Stratos Wealth Partners first reported a position in Eaton Vance Tax-Managed Buy-Write Opportunities Fund in Q4 2014 and has held it in 28 quarters since.
  • Stratos Wealth Partners's Eaton Vance Tax-Managed Buy-Write Opportunities Fund position peaked at $1.78M in Q4 2024.
  • 181 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Buy-Write Opportunities Fund as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.